JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.
About JPMORGAN CHASE & CO
JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.
The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.
JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.
Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,810 | -1.2% | 3,743 | -0.9% | 0.49% | +3.6% |
| Q2 2023 | $549,473 | +10.7% | 3,778 | -0.8% | 0.47% | +4.4% |
| Q1 2023 | $496,221 | -2.8% | 3,808 | 0.0% | 0.45% | -9.4% |
| Q4 2022 | $510,652 | +30.9% | 3,808 | +2.0% | 0.50% | +20.0% |
| Q3 2022 | $390,000 | -7.1% | 3,733 | 0.0% | 0.42% | -1.7% |
| Q2 2022 | $420,000 | -19.5% | 3,733 | -2.4% | 0.42% | +10.8% |
| Q1 2022 | $522,000 | -14.4% | 3,825 | -0.6% | 0.38% | -7.5% |
| Q4 2021 | $610,000 | -3.2% | 3,850 | 0.0% | 0.41% | -16.6% |
| Q3 2021 | $630,000 | +5.2% | 3,850 | 0.0% | 0.49% | -2.2% |
| Q2 2021 | $599,000 | +15.2% | 3,850 | +12.7% | 0.50% | +9.8% |
| Q1 2021 | $520,000 | +19.8% | 3,415 | 0.0% | 0.46% | +15.3% |
| Q4 2020 | $434,000 | +31.9% | 3,415 | 0.0% | 0.40% | +19.5% |
| Q3 2020 | $329,000 | +2.5% | 3,415 | 0.0% | 0.33% | -7.0% |
| Q2 2020 | $321,000 | -44.4% | 3,415 | -46.8% | 0.36% | -53.7% |
| Q1 2020 | $577,000 | -38.2% | 6,415 | -4.2% | 0.78% | -25.0% |
| Q4 2019 | $934,000 | +17.6% | 6,695 | -0.7% | 1.03% | +7.6% |
| Q3 2019 | $794,000 | +5.3% | 6,745 | 0.0% | 0.96% | +11.1% |
| Q2 2019 | $754,000 | +10.4% | 6,745 | 0.0% | 0.86% | +7.3% |
| Q1 2019 | $683,000 | +3.8% | 6,745 | 0.0% | 0.81% | -11.8% |
| Q4 2018 | $658,000 | -13.5% | 6,745 | 0.0% | 0.91% | +7.2% |
| Q3 2018 | $761,000 | +8.3% | 6,745 | 0.0% | 0.85% | -0.8% |
| Q2 2018 | $703,000 | -5.1% | 6,745 | 0.0% | 0.86% | -5.9% |
| Q1 2018 | $741,000 | +1.2% | 6,745 | -1.5% | 0.91% | +3.4% |
| Q4 2017 | $732,000 | +10.4% | 6,845 | -1.4% | 0.88% | -5.4% |
| Q3 2017 | $663,000 | +4.4% | 6,945 | 0.0% | 0.93% | +2.5% |
| Q2 2017 | $635,000 | +4.1% | 6,945 | 0.0% | 0.91% | -2.5% |
| Q1 2017 | $610,000 | +72.3% | 6,945 | +69.4% | 0.93% | +50.6% |
| Q4 2016 | $354,000 | +29.7% | 4,100 | 0.0% | 0.62% | +29.7% |
| Q3 2016 | $273,000 | +7.1% | 4,100 | 0.0% | 0.48% | +5.3% |
| Q2 2016 | $255,000 | +4.9% | 4,100 | 0.0% | 0.45% | +6.6% |
| Q1 2016 | $243,000 | -10.3% | 4,100 | 0.0% | 0.43% | -18.2% |
| Q4 2015 | $271,000 | – | 4,100 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $31,132,000 | 30.24% |
| Guidance Point Advisors, LLC | 400,501 | $50,891,000 | 23.39% |
| Coltrane Asset Management L.P. | 1,100,000 | $139,777,000 | 21.65% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,512,282 | $192,166,000 | 20.73% |
| Courant Investment Management LLC | 136,592 | $17,357,000 | 16.30% |
| Consulta Ltd | 2,000,000 | $254,140,000 | 13.78% |
| Gemsstock Ltd. | 175,100 | $22,249,000 | 13.58% |
| Brave Warrior Advisors | 2,228,522 | $283,179,000 | 10.41% |
| CINCINNATI CASUALTY CO | 93,000 | $11,818,000 | 8.09% |
| PM CAPITAL Ltd | 313,148 | $39,792,000 | 7.78% |